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Wealth Enhancement Trust Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wealth Enhancement Trust Services’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Buy
+1,628
New +$122K 0.01% 335

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's RDVY Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 1,628 shares worth $132K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

663 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,628 shares of First Trust Rising Dividend Achievers ETF worth $132K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #335 holding.
  • 663 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.